Kendra Peterson (CRD# 6697433) is an Investment Advisor Representative working at Avantax Advisory Services in Willmar, MN and has over 7 years of experience in the finance industry.
CRD# 5603346
Osaic Wealth, Inc.
CRD# 3139688
Cetera Investment Advisers LLC
CRD# 5364682
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Taatjes Financial Group | Willmar, MN | Feb 2023 - Current | 1 |
| Avantax Advisory Services | Willmar, MN | Mar 2022 - Current | 2 |
| Avantax Investment Services, Inc. | Willmar, MN | Feb 2019 - Current | 5 |
| Avantax Insurance Agency, LLC | Willmar, MN | Feb 2019 - Current | 5 |
| Taatjes Financial Group | Willmar, MN | Jan 2019 - Feb 2023 | 4 |
| Maccray Public Schools | Clara City, MN | Jan 2019 - Nov 2022 | 3 |
| The Prudential Insurance Company Of America | St. Louis Park, MN | Jan 2017 - Jan 2019 | 2 |
| Pruco Securities, LLC | St. Louis Park, MN | Aug 2016 - Jan 2019 | 2 |
| Menards | Mankato, MN | Nov 2014 - Sep 2017 | 2 |
| Minnesota State University, Mankato | Mankato, MN | Jan 2014 - May 2016 | 2 |
| Impact Innovations | Clara City, MN | Jun 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- MN
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.